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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
2301
Powers Advisory Group
Illinois
$651K +$3.36K +70 +0.6%
PGA
2302
Portland Global Advisors
Maine
$651K
NME
2303
Notis-McConarty Edward
$649K
RP
2304
Riverwater Partners
Wisconsin
$647K -$13.1K -274 -2%
CHP
2305
Cable Hill Partners
Oregon
$645K -$79.8K -1,665 -12%
DC
2306
DeDora Capital
California
$644K +$320K +6,682 +113%
MFGM
2307
Marshall Financial Group (Maryland)
Maryland
$642K -$30.2K -629 -5%
MWPCG
2308
Measured Wealth Private Client Group
New Hampshire
$641K -$275K -5,736 -31%
BBPWM
2309
Blue Bell Private Wealth Management
Pennsylvania
$638K
WIC
2310
Whitegate Investment Counselors
New Hampshire
$638K
SQA
2311
Simon Quick Advisors
New Jersey
$636K +$60.3K +1,258 +11%
LL
2312
LWMG LLC
Minnesota
$635K +$594K +12,398 New
CWM
2313
CarsonAllaria Wealth Management
Illinois
$632K -$3.12K -65 -0.5%
MW
2314
MBL Wealth
North Carolina
$632K -$1.68K -35 -0.3%
RZH
2315
Relyea Zuckerberg Hanson
Connecticut
$632K +$162K +3,376 +38%
RFN
2316
Redwood Financial Network
Ohio
$631K -$1.1K -23 -0.2%
JBA
2317
Johnson Bixby & Associates
Washington
$631K
MCA
2318
Magnolia Capital Advisors
Mississippi
$631K +$8.25K +172 +1%
DBG
2319
De Burlo Group
Massachusetts
$631K
LHC
2320
Little House Capital
Massachusetts
$629K -$2.21K -46 -0.4%
LC
2321
Lincoln Capital
Nebraska
$629K -$4.46K -93 -0.8%
TLFA
2322
True Link Financial Advisors
California
$629K
CIP
2323
Convergence Investment Partners
Florida
$628K -$320K -6,673 -35%
SWP
2324
Semus Wealth Partners
Florida
$626K +$586K +12,223 New
AMM
2325
American Money Management
California
$625K +$24.1K +502 +4%